Greg Abel's first major move as Berkshire Hathaway CEO involves reviewing a full exit from the Kraft Heinz stake, marking a potential departure from Warren Buffett's famed 'buy and hold' philosophy and testing investor confidence in the new leadership era.
The Malaysian commercial services firm JAG Berhad (KLSE:JAG) faces questions over its capital allocation strategy, with its Return on Capital Employed (ROCE) falling to 0.4%—significantly below the industry average. While the company has increased capital investment, the corresponding returns have not materialized, raising concerns among analysts about its long-term growth trajectory.
As hyperscalers like Amazon prepare to report earnings, the focus is shifting from quarterly sales to massive capital investments in AI infrastructure and strategic partnerships with GPU-as-a-service providers.
Walt Disney Company reports 'headwinds' in foreign visitor numbers at its American resorts, mirroring a broader downturn in U.S. international tourism driven by geopolitical perceptions and shifting travel preferences.
Uber Technologies Inc. has relaunched its ride-hailing services in Macau, its first new Asian market entry in years. The move includes a cross-border limousine service to Hong Kong and signals a cautious but significant re-engagement in the region after retreating from mainland China and Southeast Asia.
Devon Energy and Coterra Energy have unveiled their all-stock merger, positioning the combined entity as a dominant, multi-basin U.S. shale operator. The deal promises $1 billion in annual synergies, a $5 billion-plus buyback program, and enhanced resilience in volatile markets.
Panera Bread is closing its Franklin, Mass., fresh dough production plant next month, eliminating 92 positions, as the company shifts to a centralized 'bakery-operating model' that will change how bread is prepared in its restaurants nationwide.
Facing rising churn and fierce competition, Verizon's new leadership is pivoting from unpopular price hikes to a customer-centric strategy, leveraging AI and convergence to rebuild trust and retain subscribers.
As wireless networks strain under exponential data growth, AT&T's vast fiber infrastructure and deep spectrum portfolio are emerging as critical competitive advantages, setting the stage for a potential market rerating.
IHS Holding Limited, a leading telecom tower operator in emerging markets, is seeing a dramatic reversal in its investment narrative. Long pressured by currency devaluations, the company now stands to benefit from FX tailwinds, operational improvements, and surging data demand, presenting a compelling bull case at a valuation far below peers.
Alpha Metallurgical Resources (AMR), the largest U.S. metallurgical coal producer, is drawing investor attention not for explosive growth, but for a fortress balance sheet and a disciplined capital return strategy that insulates it from industry downturns.
Amid a cautious retail environment, Ollie's Bargain Outlet (OLLI) is posting impressive growth by leaning into aggressive pricing and rapid store expansion. Its latest earnings beat and a fortified loyalty program are painting a compelling picture for long-term investors, even as valuation questions linger.
With interest rate cuts on the horizon, America's largest homebuilder, D.R. Horton, is positioned to capitalize on pent-up demand from millennials and a potential housing market recovery, presenting a compelling value case for patient investors.
Entravision Communications (EVC) is drawing investor attention following a strong quarterly performance, with its digital advertising revenue more than doubling year-over-year. Analysts point to the company's strategic pivot and the upcoming election cycle as key catalysts for growth.
Amid a challenging market for biotech, C4 Therapeutics (NASDAQ: CCCC) is drawing investor attention with its targeted protein degradation platform. Backed by industry giants and focused on niche cancers, the clinical-stage company presents a high-risk, high-reward proposition. We examine the bull case and the road ahead.
Argan, Inc., a specialized engineering and construction firm, is drawing investor attention with its robust financial performance, zero-debt balance sheet, and strategic positioning in the evolving energy sector. Despite a premium valuation, its record backlog and cash-generating prowess present a compelling bull case.
As enterprises rush to modernize infrastructure for AI, MongoDB finds itself in a pivotal position. Strong Atlas growth signals early success, but declining direct sales and fierce competition pose significant risks, creating a high-stakes binary outcome for investors.
Premier Investments (ASX:PMV) faces investor scrutiny as its return on capital employed (ROCE) remains stagnant while its capital base shrinks, raising questions about its long-term compounding potential.
With voter registration closing Monday night, Texas gears up for a pivotal March primary. East Texas Democrats express cautious optimism about statewide prospects, while Republicans remain confident in their stronghold as key races take shape.
A Northern California jewelry store robbery was abruptly disrupted when a civilian commandeered the suspects' idling vehicle and rammed it into the storefront, forcing the armed thieves to flee on foot, police report.
